Job Master

The Job's role in the billing pipeline:

Task → Job: A job always belongs to a parent Task. When created from the Task Master, the Task, Customer, Store, and Employee are pre-filled and locked. The employee records their time and describes the work performed.

Job → Sales Order: Clicking Bill Hours pushes the job's billable hours into a Sales Order (work order). The system looks up the employee's billing items (configured on the Employee Master — Regular, Overtime, Holiday item IDs) and adds them as line items with the hours as quantities. If a Sales Order already exists for this job, the hours are added to it; otherwise, a new one is created.

Sales Order → Invoice: The Sales Order accumulates work from one or more jobs. When ready, the Task Master's Invoice Work Orders tab converts selected Sales Orders into a customer Invoice.

Job completion: When a job's hours are billed and the Sales Order is saved, the job status can be set to Complete. Once complete, the Bill Hours, Work-in-Progress Order, and Copy Solution buttons are disabled.

Number

Auto-generated job number. Used to reference this job on work orders and invoices. Sequence numbering is global (shared across all stores).

Task

The parent Task this job belongs to. When a job is created from the Task Master, this field is locked. It can be set manually when creating a standalone job.

Assignment#

The assignment number within the parent task. Assigned automatically by the Task Master's job numbering sequence.

Employee

The worker assigned to this job. Determines which billing items (Regular, Overtime, Holiday) are used when hours are billed. Locked when created from a task.

Store

The store where the work is performed. Changing the store validates the employee's store assignment.

Customer

Inherited from the parent task. Identifies who the work is for. Locked when created from a task.

Customer Unit

Inherited from the parent task. Identifies the business unit or equipment involved. Locked when created from a task.

Status

Held — Job is active and in progress. Complete — Work is done; billing buttons are disabled.

Date In

When the employee started work. Defaults to the current date. Setting Time In without a Date In auto-fills today's date.

Time In

When the employee started work. Defaults to the current time.

Date Out

When the employee finished work. Defaults to the current date. Setting Time Out without a Date Out auto-fills today's date.

Time Out

When the employee finished work. Defaults to the current time. Hours Worked is automatically calculated from the In/Out timestamps.

Round To

Rounding mode for displayed hours: No Round (exact minutes), Quarter Hour (nearest 15 min), Half Hour (nearest 30 min), Hour (nearest 60 min). Rounding is applied to the display and billing calculation.

Hours Worked

Total hours on the job, auto-calculated from sign-in/out times. Can be manually overridden.

Regular Hours

Standard billable hours. Auto-calculates the Regular Billing amount using the employee's Regular billing item price (from the Employee Master).

Overtime Hours

Overtime billable hours. Auto-calculates the Overtime Billing amount using the employee's Overtime billing item price.

Stat (Worked) Hours

Holiday billable hours. Auto-calculates the Holiday Billing amount using the employee's Holiday billing item price.

Allowance Hours

Non-billable allowance hours (e.g., travel time, breaks). Not included in billing calculations.

Regular Billing

Calculated amount for regular hours: Regular Hours × Item Price.

Overtime Billing

Calculated amount for overtime hours: Overtime Hours × Item Price.

Holiday Billing

Calculated amount for stat/holiday hours: Stat Hours × Item Price.

Billing amounts are calculated as: Hours × Item Price, where the price comes from the item's regular price in the current store's price zone. If the employee's billing items are not configured, the Bill Hours button will show an error.

Job Description

Multi-line description of the work to be done. Pre-populated from the task's job assignment instruction when created from the Task Master.

Describe Solution

Multi-line field for recording the solution, findings, or work performed. Can be copied to the associated Sales Order using the Copy Solution To Work Order button.

Work-in-Progress Order

Opens the Sales Order (work order) linked to this job. If no Sales Order exists yet, creates a new one pre-filled with the task's customer, store, and employee. If one already exists (from a previous Bill Hours action), opens the existing order.

Bill Hours

The key billing action. Transfers the job's Regular, Overtime, and Holiday hours to a Sales Order as line items. The employee's billing items (from the Employee Master) determine the item number and price for each hour type. A confirmation prompt warns that the job will be set to "Complete" once the work order is saved. Requires all three billing items (Regular, Overtime, Holiday) to be configured on the Employee Master.

Copy Solution To Work Order

Copies the Describe Solution text to the linked Sales Order's comment/memo field. Useful for passing resolution notes to the customer-facing work order document.

• EDIT_JOBS_OTHER — Required to view or edit jobs belonging to other employees. Without this permission, employees can only see their own jobs.